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changes.mady.by.user Anna Kryzhanovskaya

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List Reports represent table data in a list view.

Create a list report

Use Report Designer to create, configure, and style list reports.

Panel
titleTo create a bar report, follow the steps below:
  1. Navigate to the Reports → Create New.
  2. On the Data tab, fill in the mandatory fields: 
    • Name – enter the desired name.
    • Table – select the table you want to use as a source.
  3. Click Next or the Type tab to continue.
  4. On the Type tab, click the List icon:
  5. Click Next or the Configure tab.

  6. Fill in the mandatory fields and configure the data, then click Refresh to generate a report.

    Note

    The Report Designer can stop the report generating if there is a large amount of data to display. Use the Condition Builder to limit the data sampling or try another type of report.


  7. Customize the style of the report created, and click Refresh.
  8. Click Save.
Info

To open the saved report, navigate to Reports → All Reports and select one from the list.



Configure the data 
Anchor
configure the data list report
configure the data list report

In the Configure tab, use settings to specify the source datasets to build the desired report.

To configure a report, follow the steps below:

  1. On the Configure tab, specify the report dataset.
  2. Click Refresh to build the report.
  3. Click Save to save the report.
Info

Use the Condition Builder to establish additional conditions for data filtering and grouping.

  1. Click the icon to open the Condition Builder.
  2. Set the filters.
  3. Click Refresh to apply changes.

The Configure tab fields

FieldMandatoryDescription
UI List ViewNY

Select a list view for a report with one of the list layouts configured.

Info

See List layoutLayout and Personal list layout to learn more about list view customization.


Items LimitNY

Define a limit of the table items used as a source for the report.

Info

If the option is not specified, the default value set with the system property is used.


Display All ItemsN

Select this checkbox to display all table items used for report configuration.

The number of these items cannot exceed the Items Limit value.


Configure the style 
Anchor
customize the style list report
customize the style list report

To customize a report style, follow the steps below:

  1. On the Style tab of your report, configure the settings.
  2. Click Refresh to apply the changes.
  3. Click Save to save the report.

The Style tab fields

Title
FieldMandatoryDescription
Report Title Show TypeN

Select the type for the report title showing. Available options:

  • Never
  • Report Only
  • Always.
Report TitleNEnter the title of the report. 
Report Title SizeNEnter the number of pixels to set the size of the report title.
Report Title ColorN

Select the color of the report title. Click the magnifier icon  and, in the window appeared,  to select one of the available colors.

Title AlignmentN

Select the alignment of the report title. Available options:

  • Left Top
  • Left Bottom
  • Right Top
  • Right Bottom
  • Center Top
  • Center Bottom.
Bold TitleNSelect this checkbox to make the chart title bold.


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